2 CPE credit of Computer Software & Applications for all CPAs
2 CPD credit (Verifiable) for Canadian CPAs
2 CE credit of Computer Technology for Maryland Tax Preparers
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
The Art of Effective Communication
Deferring Capital Gains Taxes in the Biden Era
Best Practices: Payroll Tax Withholding and Related Matters
How to Handle Multistate employees’ Tax Withholding and Related Issues Correctly
Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding
People-centric Skills: Crucial Communications
PEO 101: An Introduction to PEOs
ABC's of AB5 - Independent Contracts
Using Pension Plans to Attract and Retain Employees – USA and Canada
Distributions from IRAs and Qualified Retirement Plans
Succession and Exit Planning
Should I Tap My IRA or Social Security First?
IFRS 15 - Revenue Recognition
Form 1099 Latest Developments
Overview and Key Essentials: Form 1040 Individual Tax Return
In this outstanding course, Excel expert David Ringstrom, CPA, will expand your knowledge of pivot tables and show you step-by-step how to manipulate pivot table data faster and more efficiently. You’ll learn how to extract data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and adapt simple macros that can be recorded. In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature, and others.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Who Would Be Interested in This Course:
Practitioners who would like to learn how to manipulate their pivot table data faster and more efficiently.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
President, Excel Accountant
I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:
Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:
I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.
I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.
I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.
Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting
Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.
Here is what you get for the yearly subscription from Excel Accountant website.
Dec 1st 2020
I thought the course was good, however I would prefer to be able to do what you were showing me myself. This of course isn't the courses fault, this is how I like to learn myself. I would definitely recommend you to others. David was amazing! the course content is relevant and his workbook is perfect.
Cari Corozza, CPA (US)
Dec 1st, 2020
A very details and great course! if you want to learn Excel and you are working in Finance/accounting field, this is the course you should enroll. Each chapter has a very details note, you may download the notes and keep if for future reference. I was surprised on the dashboard being done in this course! never thought I can use excel to create such a insightful and wonderful dashboard
Harold Williams, CFP, CPA (US)
Dec 1st, 2020
I am highly impressed with the course content and its coverage. I am heartily thankful to the author of the course for this wonderful creation. only one thing is that, Macros part is very less. It can be more elaborated. otherwise I am fully satisfied with the course. The training is very detailed, comprehensive and a good course for someone who wants to develop proper excel skill.
Robert Aguada, ACCT/BK
Dec 10th, 2020